Advisors Preferred’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Advisors Preferred’s Portfolio FXU Stock Details FXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,126	Closed	-$623K	–	234
2025 Q1	$623K	Buy	+15,126	New	+$599K	0.08%	147
2024 Q4	–	Sell	-10,335	Closed	-$400K	–	217
2024 Q3	$400K	Buy	+10,335	New	+$366K	0.06%	146
2023 Q2	–	Sell	-2,092	Closed	-$68.1K	–	195
2023 Q1	$68.1K	Sell	2,092 -17,202	-89%	-$562K	0.02%	104
2022 Q4	$638K	Buy	19,294 +12,967	+205%	+$421K	0.27%	33
2022 Q3	$199K	Buy	6,327 +4,335	+218%	+$147K	0.1%	79
2022 Q2	$64K	Buy	+1,992	New	+$66.9K	0.02%	125
2018 Q4	–	Sell	-6,747	Closed	-$186K	–	156
2018 Q3	$186K	Buy	+6,747	New	+$183K	0.08%	87
2016 Q2	–	Sell	-4,975	Closed	-$129K	–	248
2016 Q1	$129K	Buy	+4,975	New	+$117K	0.06%	67
2015 Q4	–	Sell	-1,455	Closed	-$33K	–	221
2015 Q3	$33K	Buy	+1,455	New	+$32.8K	0.04%	82
2015 Q2	–	Sell	-11,270	Closed	-$267K	–	233
2015 Q1	$267K	Buy	+11,270	New	+$277K	0.14%	75
2014 Q3	–	Sell	-3,083	Closed	-$73.6K	–	265
2014 Q2	$73.6K	Buy	+3,083	New	+$70.4K	0.04%	131

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Advisors Preferred's FXU Position: Q2 2025 in Review

Advisors Preferred sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2025, closing a stake of 15,126 shares — an estimated $623K sold.

Advisors Preferred first reported a position in FXU in Q2 2014 and held it in 11 quarters. The position peaked at $638K in Q4 2022. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2025.

Advisors Preferred reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Advisors Preferred sold 15,126 First Trust Utilities AlphaDEX Fund shares in Q2 2025, an estimated $623K.
Advisors Preferred first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2014 and held it in 11 quarters.
Advisors Preferred's First Trust Utilities AlphaDEX Fund position peaked at $638K in Q4 2022.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2025.

Based on Advisors Preferred's 13F filing for Q2 2025, filed 5 Aug 2025.